founder ceo rothbuilder@ RothBuilder
Chula Vista, California, United States
Ed Devine, MBA, CFP®
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University of Phoenix
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FlashIntel GPTEd Devine, MBA, CFP(r) is an experienced Wealth Advisor and Portfolio Manager with 15 years of experience in the financial services industry. He is skilled in Portfolio Management, Risk Management, Options, Securities, and sales. Ed has worked at RothBuilder as Founder/CEO and at Epstein & White as an Associate Financial Advisor. He also has experience as a Personal Financial Counselor at Zeiders Enterprises, Inc. Ed is a strong finance professional and a Certified Financial Planner. He is based in the United States.
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About
Experienced Wealth Advisor and Portfolio Manager with 15 years experience working in the financial services industry. Skilled in Portfolio Management, Risk Management, Options, Securities, and sales. Strong finance professional and a Certified Financial Planner.
Work Experience
founder ceo rothbuilder
Founder/ CEO
Founder | Chief Executive Officer
Financial Services
Ed Devine, MBA, CFP®'s Professional Milestones
- Financial Planner (2016-09-01~2018-01-01): Effectively executed financial projects, exceeding client expectations and maximizing profitability.
- Financial Advisor (2004-03-01~2005-10-01): Provided expert financial guidance, optimizing business strategies and driving ROI for clients.
Education
Business Administration And Management,
General
Skill
Series 7
Equities
Portfolio Management
Trading
Options
Securities
Investments
Mutual Funds
Bloomberg
Wealth Management
Financial Markets
Asset Allocation
Asset Management
Risk Management
Etfs
Sales
Certification
Colleagues
Neil Devine
co-founder & coo at rothbuilder
Other Named Ed Devine, MBA, CFP®
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